Intergy Private Wealth’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
2,926
-79
-3% -$6.89K 0.09% 84
2025
Q1
$270K Buy
3,005
+478
+19% +$43K 0.1% 79
2024
Q4
$202K Buy
+2,527
New +$202K 0.08% 90